The Reformed Broker
AUGUST 21, 2023
The Relative Strength Index or RSI is typically expressed as a 14-day reading to determine the degree to which a stock or an index is overbought or oversold, if at all. It was created in 1978 by J. Welles Wilder Jr. (here’s the book) who was a mechanical engineer by trade before turning his mathematical mind to stock and commodity trading, subsequently developing some of the most widely traded tools in technical ana.
Abnormal Returns
AUGUST 21, 2023
Asset allocation Asset allocation is not a science. (obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. (barrons.com) Strategy Everyone and everything ends up underperforming at some point. (awealthofcommonsense.com) Brett Steenbarger, "Over time, unique returns cannot come from consensus thinking." (traderfeed.blogspot.com) Companies Public benefit corporations wear their values on their sleeves.
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Nerd's Eye View
AUGUST 21, 2023
Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective.
Abnormal Returns
AUGUST 21, 2023
Podcasts Jason Wenk and Dasarte Yarnway talk with Michael Kitces about advisor tech and practice management. (altruist.com) Brendan Frazier talks with Libby Greime about creating systems and processes to scale the human-to-human connection. (wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients. (kitces.com) Crypto Securitize is buying Onramp.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
The Irrelevant Investor
AUGUST 21, 2023
We got an email in response to Ben’s excellent post, You Probably Need Less Money Than You Think For Retirement, that is worth sharing. re : retirees underspending. I retired at 36 and turn 60 next year, and am of course a latedad with a 7 and 5 year old. I estimate I live off 1/3rd of my cash flow, and of course some of my assets are also appreciating.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Fintoo
AUGUST 21, 2023
Highlights Issue Size – 32,500,000 shares Issue Open/Close – Aug 22 / Aug 24, 2023 Price Band (Rs.) 102-108 Issue Size- Rs 3,510 mn Face Value (Rs) 2 Lot Size (shares) 130 Aeroflex Industries Ltd (AIL), a subsidiary of SAT Industries manufactures and supplies environment-friendly metallic flexible flow solution products like multiple varieties of hoses, […] The post Aeroflex Industries Ltd IPO (Subscribe) appeared first on Fintoo Blog.
Wealth Management
AUGUST 21, 2023
New York-based fintech advisor Titan Global Capital Management will pay more than $1 million to settle charges it made misleading statements concerning hypothetical performance metrics for its crypto strategy.
Integrity Financial Planning
AUGUST 21, 2023
Retirement is different for folks who are running a small business. Your retirement is something that isn’t set up by an employer, and you often must manage it on your own. And in some cases, business owners have to manage options on behalf of their employees too. If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea.
Wealth Management
AUGUST 21, 2023
Soon, accounts held by trust may be insured by the FDIC for up to $1,250,000, rather than the current $250,000 limit on many individual accounts.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Advisor Perspectives
AUGUST 21, 2023
Here are five ways to take your COI relationships to the next level – and maximize your business along the way.
Wealth Management
AUGUST 21, 2023
Christopher P. Woehrle looks at the emergence of tax-exempt NIL collectives that operate independently from affiliated universities and colleges.
A Wealth of Common Sense
AUGUST 21, 2023
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Matt Radgowski, CEO of Halo Investing to discuss an update on structured products. On today’s show, we discuss: Why structured products are more popular internationally Investment trends and structured products Customizing your own assets How advisors are utilizing structured notes in 2023.
Wealth Management
AUGUST 21, 2023
Martin M. Shenkman and Joy Matak give advice for explaining to clients the importance of and complexities in filing gift tax returns.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Advisor Perspectives
AUGUST 21, 2023
At the height of the pandemic recession, a prominent economist proclaimed that the dollar would plunge 35% and lose its status as the reserve currency. Why was he so wrong?
Wealth Management
AUGUST 21, 2023
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
Alpha Architect
AUGUST 21, 2023
Factor seasonality reflects its own stock-level equivalent. It is not an independent risk factor. Evidence supporting factor-based seasonalities was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Wealth Management
AUGUST 21, 2023
The acquisition was part of a plan to broaden the firm’s revenue beyond a traditional focus on ultra-wealthy individuals.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Advisor Perspectives
AUGUST 21, 2023
FINRA has released new data for margin debt, now available through July. The latest debt level is at $709.83 billion, its highest level since May 2022. Margin debt is up 4.2% month-over-month (MoM) and up 1.9% year-over-year (YoY). However, after adjusting for inflation, debt level is up 4.0% MoM and down 1.3% YoY.
Wealth Management
AUGUST 21, 2023
The tightening of real estate capital markets could fuel further activity among immigrant investors.
Advisor Perspectives
AUGUST 21, 2023
Let’s look at the keys to creating a successful podcast.
Wealth Management
AUGUST 21, 2023
Executive Vice President Bill St. Louis will take over from interim director Christopher Kelly.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Don Connelly & Associates
AUGUST 21, 2023
Most financial advisors consciously try to do the right thing always. However, most people are sometimes prone to error, which is only human. The reality is that advisors, through no fault of their own, sometimes find themselves in situations where conflicts between ethical principles, client interests, and regulatory requirements can create ethical dilemmas.
Wealth Management
AUGUST 21, 2023
David A. Handler and Alison E. Lothes highlight the most important tax developments of the past month.
Trade Brains
AUGUST 21, 2023
Best Microcap Stocks Under Rs 50: Emerging microcap stocks are like rockets which can give multi-bagger returns to their shareholders. They are small in size and any growth in profits happens on a low base, taking their stock prices to new highs. However, it is difficult to spot emerging microcap stocks from such a large pool of companies. In this article, we’ll present you the best microcap stocks under Rs 50 which you can to your watchlist.
Wealth Management
AUGUST 21, 2023
FiComm has hired Mary Kate Gulick as its new executive vice president of marketing.
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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.
Calculated Risk
AUGUST 21, 2023
From Matthew Graham at Mortgage News Daily: Another Day in The New, Higher Rate Reality "Higher for longer," they said. And they weren't kidding. There have been some complicating factors over the past 2 weeks, but rising rate momentum is still mostly about the economy. As such, it's the economy that will need to demonstrate a shift before we see meaningful relief.
Wealth Management
AUGUST 21, 2023
Avoiding pitfalls in assigning investment management functions as a trustee.
Steve Sanduski
AUGUST 21, 2023
Guest: Alexandra J. Miele , CFP®, Managing Director, Partner, and Chief Business Development Officer with The Andriole Group. Within the practice, Alex specializes in working with high-net-worth individuals and multigenerational families. In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled.
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